Thomas Schaffer of Transitions Financial Strategies is a member of XPX Triangle

Thomas R Schaffer

President

Raleigh, North Carolina

Professional Profile

Call Me When

Call Me When... You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!

Contact Method

trschaffer@transitionsfs.net

Profession

  • Consultant
  • Insurance
  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Employee benefits
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Marketing
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Strategic planning
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Business Exit Institute

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Manufacturing
  • Real Estate/Construction
  • Telecommunications
  • Transportation/Storage
  • Client Results

    Membership

    Triangle Sponsor

    Member Since

    Sponsorship Type

    Inaugural

    Chapter Leadership Role

    Why I'm a Member of XPX

    To be part of and gain access to a network of professional resources in the business exit and succession planning field

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